SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 1446179
BALA CYNWYD, PA
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$432,015
-$298,023 QoQ
Shares Held
10,380
-49.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#253
of 443 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $6,722,238 across 6 REIT - Retail names. PECO ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
66,610 | $3,099,363 | |
| 2 | REG |
Regency Centers Corp
|
20,875 | $1,664,572 | |
| 3 | FRT |
Federal Realty Investment Trust
|
5,890 | $727,061 | |
| 4 | ADC |
Agree Realty Corp
|
5,737 | $434,520 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
This page
|
10,380 | $432,015 | |
| 6 | UE |
Urban Edge Properties
|
15,940 | $364,707 |
All Filings in PECO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,015 | 10,380 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $730,038 | 20,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,156,028 | 33,674 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,494,487 | 99,757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,875,785 | 106,215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,920,980 | 77,976 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $884,347 | 27,036 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $218,807 | 6,100 | Shares | Defined | 2024-05-07 | |
| 2023-06-30 | $864,609 | 25,370 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $827,569 | 25,370 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $990,096 | 31,096 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,525,481 | 90,035 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||